About Us
Alan Morgan, Wealth Advisor
- Launched Morgan Wealth Management in June 2020
- 9 years experience as a financial planner
- Bachelors of Science, Economics, UNC Charlotte
- Member, Financial Planners Association
Alan provides financial planning and investment guidance to families of children with special needs, business owners and other independent trailblazers.
Alan has 17 years of professional experience in financial services prior to launching Morgan Wealth Management. Previous roles at UVEST Financial and LPL Financial provided broad investment firm experience before working directly with investors.
Alan is an avid ice hockey lover, starting the UNC Charlotte 49ers ice hockey team in college and coaching for 11 years after graduation. He stays on the ice as a USA Hockey Official.
He and his wife, Suzanne, live in Mooresville, NC with their three children. The Morgans enjoy time with family, being outdoors and are active at Life Fellowship Church.
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About LPL Financial
LPL Financial provides a platform for independent financial advisors to serve their clients. With no proprietary products, LPL Research offers a voice of reason to the financial landscape. The Financial Planning team stays current on tax and estate planning topics.